Pierre Bossaert, Vice President of Product at Fiserv, recently wrote an article entitled, “Advisors Must Expand Product Offerings and Approach”. In the piece, Bossaert addresses one of the most imminent challenges faced by the financial services industry today: How can advisors remain relevant to “NextGen” investors? NextGen (Gen X + Gen Y) investors are a vastly different breed than the Baby Boomer generation most advisors have grown accustomed to working with.…

30 Rock and Roth?

Yesterday, before my favorite Thursday night NBC shows aired, I outlined this post. It was all about the lack of financial literacy in this country, most apparent in our youth, and how the education system isn’t doing much about it, etcetera, etcetera. But it didn’t get much further than that… Until 30 Rock came on, and, much to my roommates surprise, I whipped out my notebook and started writing down quotes.…

Our friend Sean Park delivered an excellent presentation at Lift 12 on the future of finance. His prediction: the finance industry is at the beginning of a revolution. A startup-driven paradigm shift in the industry. The reinvention of finance is happening now, and Sean’s meta-startup Anthemis Group is partially responsible.

Anthemis is a startup that invests in startups, specifically ones that aim to disrupt the industry (Blueleaf included).…

My friend Carl Richards recently posted this sketch; I think it captures something critical to the work of financial advisors, and central to the reasons we founded Blueleaf.

Feeling peaceful when thinking about money shouldn’t be rare.

Carl wrote:

In my conversations about money, the most common desire people express is a simple desire for peace. We all just seem to want to get out from under the constant stress that so often comes whenever we talk or think about money.

The reason I believe in Blueleaf — and the reason we started the company — is to help people in the middle, people like our Blueleaf team, with their long-term finances. We want to give them transparency and a complete view of their money that helps make everything clear and simple to understand. It started as a “make something useful for us” strategy.…

For a long time I’ve been frustrated that no matter where I hold my savings and retirement accounts, I can’t find out what kind of returns I’m getting.

NO MORE. Introducing Blueleaf Performance.

Background

Seems strange, right? Most people want to know the market returns of their investments — for example, I might like to know how my particular investment choices compare to an index like the S&P 500 — but most financial institutions aren’t very helpful here.…